Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-315
| Closed | -$11K | – | 4686 |
|
|
2023
Q4 | $11K | Buy |
+315
| New | +$11K | ﹤0.01% | 3142 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1K | – | 4295 |
|
|
2022
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 3817 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$19K | – | 3194 |
|
|
2018
Q4 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 1155 |
|